Financial Advisor – Independent Model with Full Training & Growth Support
If you’re looking for an entrepreneurial career with income growth, flexibility, and true autonomy, this role is built for you. At True Path Financial, our advisors own their book of business from day one and build a career with independence — backed by corporate-level support, training, and resources.
We’re seeking self‑motivated individuals who want to grow, learn, and build a long-term practice in both insurance and wealth management. Ideal candidates are comfortable with prospecting, sales, networking, and want mentorship to accelerate their development.
What We Offer
- Independent advisor model with full corporate support
- Licensing & designation assistance (Series, insurance, CFP®, etc.)
- Training from basic planning fundamentals to advanced strategies
- Hands-on development in:
- Prospecting
- Referral generation
- Networking
- Marketing & seminar systems
- Marketing support including seminars, webinars, digital campaigns
- New business support: case design, product analysis, underwriting guidance
- A modern platform designed for advisors who want control of their career
What You Bring
- Entrepreneurial mindset and desire for autonomy
- Comfort with prospecting, sales, and client acquisition
- Strong communication skills and self-motivation
- Interest in comprehensive financial planning (insurance + investments)
- Desire to grow income and build a long-term practice
About the Role
This is a career path for individuals who want to build something of their own with guidance, mentorship, and a proven system. You’ll receive structured training, ongoing development, and the tools needed to grow your book from the ground up — while maintaining full ownership of your clients.
If you’re ready to build a flexible, rewarding career with real support behind you, we’d like to talk.
Job Type: Full-time
Pay: $50,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
Education:
Experience:
- Sales: 1 year (Preferred)
License/Certification:
- Life & Health Insurance License (Preferred)
Work Location: Hybrid remote in Irvine, CA 92614
